Latest Stock Buy or Sell? Make More Informed Decisions!

Has been dragged down by the happenings with Valiant (VRX-T). When you look at what they are going to do in terms of EBITDA, the stock is very, very cheap here. EBITDA is somewhere in the 7.5X-8X range. Not very expensive. Thinks it has been mistreated.

(Market Call Minute.) Good business, but not enough facilities in the US. Too much risk for him.

(Market Call Minute.) You want to have US revenue in any of the Canadian banks that you own, so Toronto Dominion (TD-T) and this one are the ones that you want to own.

(Market Call Minute.) A really interesting business model. They lease out rooms to rail companies. Recently signed a contract with a rail company and this is one that you want to Hold.

(Market Call Minute.) A really stable dividend. For someone looking for a 7% dividend, this is an area where you can put some money. They have a contract out to 2020 with Air Canada (AC-T), so there is not a lot of risk to cash flow.

(Market Call Minute.) Natural gas is down significantly. He would not own this. There’s too much leverage on the balance sheet. Dividend yield of 14% suggests that it may have to be cut.

A growth stock disguised as a value stock. This is an energy marketer in natural gas and electricity in the US. About 20 states have deregulated right now. Very cheap at 4.5X EBITDA. Recently signed a contract with Comcast (CMCSK-Q) who is going to distribute their power and energy services through their customers. Dividend yield of 7.68%.

He likes this because it has a big discount to NAV. The NAV on this is a little above $9.50 and it is trading at $5.80, that is about a 50% return to NAV. He doesn’t think it will get to 50%, but he could see a 15%-20% discount to NAV. That is a healthy return. Dividend yield of 6.92%.

A smaller cap business. He is always looking for businesses with a market cap of $400-$500 million, that could eventually get big enough to get on the TSX index. Their core business, satellites, is rock solid. They also have a business called Exactearth that is growing top line of about 50%-20% a year, which will drive EPS going forward. Dividend yield of 2.1%. Have been rumoured to be possibly strategically acquired.

Markets. There is some activity in mining such as lower costs, 1 or 2 new mines being built, etc. This all seems to be ignoring the low level of commodity pricing. Oils will come up later, but you should own oils.

Nice, gentle bumblebees. The bumblebees are being trained to leave the hives with their legs coded with very special products in order to be passed onto the plants in the fields. Still in the research/development phase, but is advancing. Speculative, but looks extremely interesting.

Railway ties and telephone poles. He has been trimming a bit, because there is a mood in the market that very high priced stocks should be sold down.

Bank of Nova Scotia (BNS-T) or Bank of Montréal (BMO-T)? Has no preference of one over the other. Characteristics are slightly different. If you have sufficient assets, you should hold both.

Bank of Nova Scotia (BNS-T) or Bank of Montréal (BMO-T)? Has no preference of one over the other. Characteristics are slightly different. If you have sufficient assets, you should hold both.

Ski-doos. Has a fairly mediocre track record at the moment. In hugely better shape than Bombardier (BBD.B-T).